See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,398 | $77,813-63.5% | $123,544-77.0% | $64,186-55.8% |
| Participation rate | 16.1% | 74.7%-58.6pp | 82.3%-66.2pp | 69.6%-53.4pp |
| Annual return | -4.60% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $339 | $3,014-88.8% | $4,628-92.7% | $2,381-85.8% |
| Participant deferral / active EE | $460 | $5,240-91.2% | $6,426-92.8% | $3,470-86.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |